Onsite

A well-established independent wealth management firm in Naples, FL is seeking a Client Service Associate to provide high-level support to a dedicated financial planner and their clients. This role focuses on delivering exceptional client service, managing account operations, and ensuring smooth communication between clients and custodians. Ideal candidates will have prior RIA or broker/dealer experience, strong organizational skills, and a client-first mindset. This opportunity is perfect for someone who thrives in a collaborative, stable environment with a strong team culture. Employees enjoy a supportive leadership style, excellent retirement benefits, and the chance to work in a professional yet welcoming environment that values long-term relationships.

Client Service Associate Responsibilities:

• Act as the main liaison between clients and the assigned financial planner
• Prepare and process account openings, closings, and related transactions
• Coordinate with custodians to ensure accuracy and timely service
• Manage meeting preparation, documentation, and follow-up tasks
• Maintain client records in CRM systems while ensuring compliance standards
• Field client inquiries and provide prompt, accurate information
• Assist in planning and attending occasional client events

Client Service Associate Requirements:

• Minimum 2 years of experience in a Client Service Associate role at an RIA or broker/dealer
• Strong knowledge of Microsoft Office Suite, including advanced Excel functions
• Excellent organizational skills and attention to detail
• Strong interpersonal and communication skills in a client-facing role
• Ability to manage multiple priorities efficiently
• Bachelor’s degree preferred but not required
• Familiarity with financial services processes and terminology

Benefits:

• Health insurance coverage
• 401(k) with company match plus profit sharing
• 2 weeks PTO plus paid holidays
• Bi-annual cost-of-living adjustments
• Paid training for licenses and designations

Thrive in a people-focused financial services firm, looking for a Client Service Associate to deliver exceptional client experiences and operational excellence!

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